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Glynn Capital Management’s Samsara IOT Stock Holding History

Glynn Capital Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.7M Sell
175,678
-149,117
-46% -$4.62M 1.57% 20
2026
Q1 		$10.3M Buy
324,795
+106,728
+49% +$3.26M 4.92% 6
2025
Q4 		$7.73M Sell
218,067
-35,726
-14% -$1.38M 2.66% 18
2025
Q3 		$9.45M Buy
+253,793
New +$9.43M 2.98% 17
2022
Q2 		– Sell
-100,636
Closed -$1.61M – 51
2022
Q1 		$1.61M Buy
100,636
+636
+0.6% +$12.1K 0.22% 44
2021
Q4 		$2.81M Buy
+100,000
New +$2.6M 0.3% 38

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Glynn Capital Management's IOT Position: Q2 2026 in Review

Glynn Capital Management reduced its Samsara (IOT) stake by 46% in Q2 2026, selling an estimated $4.62M and leaving 175,678 shares worth $5.7M. The position accounts for 1.57% of the portfolio, ranked #20.

Glynn Capital Management first reported a position in IOT in Q4 2021 and has held it in 6 quarters since. The position peaked at $10.3M in Q1 2026. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Glynn Capital Management held 175,678 shares of Samsara worth $5.7M as of Q2 2026.
  • Glynn Capital Management sold 149,117 Samsara shares in Q2 2026, an estimated $4.62M.
  • Samsara made up 1.57% of Glynn Capital Management's portfolio in Q2 2026, its #20 holding.
  • Glynn Capital Management first reported a position in Samsara in Q4 2021 and has held it in 6 quarters since.
  • Glynn Capital Management's Samsara position peaked at $10.3M in Q1 2026.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Glynn Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.